Outlook Add-In

Please note: The Outlook AddIn v5.4 works with Outlook 2013, 2016 and 2019 and is for Legrand CORP CRM v7v6.5 and Legrand Cloud CRM

v5.4.5 - 2019-06-07

  • Fix: window resizing issue
  • Fix: the CreatedBy and ModifiedBy values are not updated in CRM when syncing the calendar

Click on the below link to go to the downloads page, then click on the 'Download' button:
Outlook AddIn v5.4.5 download page

v5.4.4 - 2019-01-07

  • Fix error when using the 'Attach email to existing Contact' function

Click on the below link to go to the downloads page, then click on the 'Download' button:
Outlook AddIn v5.4.4 download page

v5.4.3 - 2018 December

  • supports Outlook 2019
  • update for Legrand CRM v7
  • detects whether you are connected to a v7 or v6.6/v6 database and adapts accordingly
  • Changes to the Activity Note and Opportunity creation screens for v7 compatibility

Click on the below link to go to the downloads page, then click on the 'Download' button:
Outlook AddIn v5.4.3 download page

Please note: The Outlook AddIn v5.3.x works with Outlook 2010, 2013 and 2016 and is for Legrand CORP CRM v6.5

v5.3.23 - 2018 May

  • Change: More improvements to resilience and tracing when synchronising the calendar
  • Fix: Transfer could fail with message 'Object Reference not set...' when Outlook attachment file not available

Click on the below link to go to the downloads page, then click on the 'Download' button.
Outlook AddIn v5.3.23 download page

v5.3.22 - 2018 March

  • Fix: An 'All Day' appointment created in Outlook transferred as covering two days in the CRM
  • Change: Searching for an Opportunity when connected using Direct SQL now returns all opportunities
  • Change: Improved resilience and tracing when synchronising the calendar

Click on the below link to go to the downloads page, then click on the 'Download' button.
Outlook AddIn v5.3.22 download page

v5.3.21 - 2017 November 23

  • Change: the Legrand Web API version is now displayed in the 'My Info' box
  • Fix: Outlook would sometimes crash or freeze or not display properly when both the Legrand CRM Outlook Add-In and Hubspot's Outlook Add-In, called Sidekick, are installed and activated.   We have changed our code so we can co-exist peacefully with the Hubspot Outlook Add-In.
  • Fix: when syncing the Outlook and Legrand CRM calendars occasionally an error might pop up

Outlook AddIn v5.3.21 download link

v5.3.20 - 2017 August

  • New: In advanced transfer closed Opportunities can now be selected as well as open ones
    - a choice of 'Open', Closed' or 'Both' can be made when searching for an opportunity
  • New: Status and Outcome fields can now be set in advanced transfer
  • New: WebURL can now be set when creating a company
  • Change: When adding an activity note the 'By' field now shows the logged in user as the default choice
  • Change: OneDrive file attachments now transfer successfully
  • Change: improved refresh when changing between emails after one has been minimised
  • Fix: An issue that caused calendar entry duplication has been corrected
  • Fix: an issue that caused an exception with underlying error 'Object Reference not set to an instance of an Object' has been corrected

Outlook AddIn v5.3.20 download link

v5.3.19 - private test release
v5.3.18 - private test release
v5.3.17 - private test release

v5.3.16 - 2017 February

  • Fix: the Add-In previously did not transfer an email attachment which itself is another email. That now works.
  • New: You can resize the Legrand CRM panel inside Outlook
  • Fix: the Add-In now handles email addresses that contain an apostrophe; e.g. o'malley@irish.fake
  • Fix: the Add-In now handles email addresses that start with a number, e.g. 99balloons@fakename.fake
  • Fix: occasional “Object reference” error when transferring an email from Sent Items folder.
  • Fix: if you have renamed the Opportunity module to something with a longer name (e.g. 'Sales Pipeline') the screen label would be cut off. It now word-wraps to the next line.
  • Enhancement: for desktop CRM users, the Add-In will detect if your computer is not connected to a network and will no longer display the message “Please check SQL Server connection”.

v5.3.15 - 2016 December

  • Improvements to Define Connection screen, and auto-remove trailing blanks in URL and Email address fields
  • New: when starting Outlook the Legrand Add-In is initially minimized to improve load times
  • Fixed screen resizing issues
  • Fixed: vertical scroll bar now appears when required
  • Fixed: 'Object reference not set error' when computer resumes after sleep mode
  • Fixed: Connection settings may be lost after a Windows update
  • New: Additional menu option to transfer an email with or without its attachments
  • New: First name and Last name are pre-filled when creating a new contact
  • New: you can now specify the Activity Type when using 'Advanced Transfer'
  • New: when creating an activity note you can specify Who performed the activity
  • New: the 'Department' field is now included in the contact information
  • Improved opportunity search and selection
  • Fixed: Timezone issue while transferring outlook appointment
  • Fixed: Calendar Sync issue
  • Fixed: Duplicate Opportunity Reference issue

v5.3.14 - 2016 September

  • New: in order to improve load times  the Legrand AddIn is initially minimized when starting Outlook
  • Fixed: screen resizing issues
  • Fixed: 'Object reference not set error' when computer resumes after sleep mode
  • Improved opportunity search and selection

v5.3.13 - 2016 August

  • Fixed: vertical scroll bar now appears when required
  • Fixed: Connection settings may be lost after a Windows update
  • New: Additional menu option to transfer an email with or without its attachments
  • New: First name and Last name are pre-filled when creating a new contact
  • New: you can now specify the Activity Type when using 'Advanced Transfer'
  • New: when creating an activity note you can specify Who performed the activity
  • New: the 'Department' field is now included in the contact information
  • Improved opportunity search and selection
  • Fixed: Timezone issue while transferring outlook appointment